CFS Investment Advisory Services’s Bristol-Myers Squibb BMY Stock Holding History

CFS Investment Advisory Services’s Portfolio BMY Stock Details BMY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$547K	Sell	9,415 -88	-0.9%	-$5.05K	0.04%	247
2026 Q1	$572K	Buy	9,503 +172	+2%	+$10K	0.04%	241
2025 Q4	$503K	Sell	9,331 -2,066	-18%	-$99.4K	0.04%	238
2025 Q3	$500K	Sell	11,397 -802	-7%	-$37.5K	0.04%	234
2025 Q2	$565K	Sell	12,199 -13,350	-52%	-$655K	0.05%	218
2025 Q1	$1.56M	Buy	25,549 +858	+3%	+$50K	0.14%	128
2024 Q4	$1.4M	Sell	24,691 -3,479	-12%	-$194K	0.13%	132
2024 Q3	$1.46M	Buy	28,170 +3,662	+15%	+$172K	0.12%	127
2024 Q2	$1.02M	Buy	+24,508	New	+$1.1M	0.08%	142
2023 Q3	–	Sell	-14,280	Closed	-$913K	–	164
2023 Q2	$913K	Buy	+14,280	New	+$958K	0.12%	125
2022 Q3	–	Sell	-7,603	Closed	-$585K	–	247
2022 Q2	$585K	Sell	7,603 -545,599	-99%	-$41.6M	0.09%	155
2022 Q1	$8K	Buy	553,202 +545,568	+7,147%	+$36.6M	0.03%	168
2021 Q4	$495K	Buy	7,634 +4,121	+117%	+$242K	0.07%	164
2021 Q3	$208K	Buy	+3,513	New	+$231K	0.03%	192

Other funds holding BMY

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CFS Investment Advisory Services's BMY Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Bristol-Myers Squibb (BMY) stake by 0.93% in Q2 2026, selling an estimated $5.05K and leaving 9,415 shares worth $547K. The position accounts for 0.04% of the portfolio, ranked #247.

CFS Investment Advisory Services first reported a position in BMY in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.56M in Q1 2025. 922 funds tracked by Wall St. Rank hold BMY as of Q2 2026.

CFS Investment Advisory Services held 9,415 shares of Bristol-Myers Squibb worth $547K as of Q2 2026.
CFS Investment Advisory Services sold 88 Bristol-Myers Squibb shares in Q2 2026, an estimated $5.05K.
Bristol-Myers Squibb made up 0.04% of CFS Investment Advisory Services's portfolio in Q2 2026, its #247 holding.
CFS Investment Advisory Services first reported a position in Bristol-Myers Squibb in Q3 2021 and has held it in 14 quarters since.
CFS Investment Advisory Services's Bristol-Myers Squibb position peaked at $1.56M in Q1 2025.
922 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.